Salesforce is grappling with tough questions about its role in the software market as AI reshapes the industry. Its shares have plunged 25% this year — the steepest drop among tech firms valued above $100 billion. The company recently rolled out Agentforce, a platform for building AI agents, and secured 6,000 paying customers.
But despite the buzz, growth has slowed: revenue is rising at less than 10%, far below investor expectations. The mismatch between product launches and financial performance has left analysts debating whether Salesforce can reinvent itself for the AI era — or risk losing its status as a growth leader.